Task 1 Out of Portal File Setup RTA

Allocate a Custom Questionnaire

Enter details regarding the Claimant/Court/Counsel. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the Defendant. This information is used to pre-populate letters and fields:

Allocate a Custom Questionnaire

Enter details regarding the insurer. This information is used to pre-populate letters and fields:

Display a message to the user

(criteria IF RTA_EXITPORTAL = Defendant alleges CNF lacks info)
Proceed to the Task “Letter of Claim”

Display a message to the user

Message to User (criteria IF RTA_EXITPORTAL = D allege contrib neg etc)

Proceed to the Task “Send Letter of Claim from Portal”

Task 2 Letter of Claim RTA

Send Standard Letter

Letter of Claim

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Send Standard Letter

Client enc. LoC for approval

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Add an automatic keydate to matter

Automatic keydate 4 days CHASECLI – Client to approve Letter of Claim

Task 3 Send Letter of Claim to Defendant

Meet unmet keydates by type

CHASECLI

Display a message to the user

Send Letter of Claim to Defendant

Add an automatic keydate to matter

7 days CHASE_RESP – Defendant to acknowledge LoC

Task 4 Send Letter of Claim to Insurer RTA

Meet unmet keydates by type

CHASE_RESP

Send Standard Letter

Insurer enc. Letter of Claim

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Display a message to the user

Remember to include copy Letter of Claim

Send Standard Letter

Client confirm LoC sent to Insurer

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Add an automatic keydate to matter

Automatic keydate 21 days CHASEINS – Reply from Insurer due

Add an automatic keydate to matter

Automatic keydate 3 months INSINVEST – Insurer to conclude investigations

Task 5 Insurer Disclosure RTA

Send Standard Letter

Insurer enc. list of Medical Experts

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Add an automatic keydate to matter

Automatic keydate 14 days – Insurer to approve Medical Experts

Task 6 Instruct Medical Experts RTA

Criteria: Documents/keydates will only run if the corresponding Medical Expert field is completed in the questionnaire. 

Allocate a Custom Questionnaire

Medical Experts

Send Standard Letter

Blank Medical Expert 1

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Send Standard Letter

Blank Medical Expert 2

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Send Standard Letter

Blank Medical Expert 3

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Send Standard Letter

Blank Medical Expert 4

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Add an automatic keydate to matter

2 weeks MEDEX1: Medical Expert 1 response

Add an automatic keydate to matter

2 weeks MEDEX1: Medical Expert 2 response

Add an automatic keydate to matter

2 weeks MEDEX1: Medical Expert 3 response

Add an automatic keydate to matter

2 weeks MEDEX1: Medical Expert 4 response

Task 7 Receipt of Medical Expert Reports RTA

Send Standard Letter

Client enc. Expert Report RTA

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Send Standard Letter

Insurer enc. Expert Report

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Add an automatic keydate to matter

keydate 28 days CHSE_MED: Questions for Medical Expert

Task 8 Schedule of Past/Future Losses RTA

Send Standard Letter

Schedule of Past Future Losses

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Send Standard Letter

Client enc. Schedule of Losses

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Add an automatic keydate to matter

CHASECLI 4 days: Client to approve Schedule of Losses

Task 9 Send Schedule of Losses to Insurer RTA

Meet unmet keydates by type

CHASECLI

Send Standard Letter

Insurer enc. Schedule of Losses

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Display a message to the user

Include copy Schedule of Losses with letter to Insurer

Document pack for this workflow

Blank Client Letter RTA

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Blank Defendant letter RTA

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Blank Insurer letter RTA

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Blank Medical Expert 1

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Blank Medical Expert 2

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Blank Medical Expert 3

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Blank Medical Expert 4

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Client confirm LoC sent to Insurer

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Client enc. Claim for approval (template)

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Client enc. Defence RTA

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Client enc. Expert Report RTA

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Client enc. Issued Claim Form

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Client enc. LoC for approval

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Client enc. Schedule of Losses

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Court enc. Claim Form

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Insurer enc. disclosure request RTA

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Insurer enc. Expert Report

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Insurer enc. Letter of Claim

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Insurer enc. list of Medical Experts

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Insurer enc. Schedule of Losses

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Letter of Claim

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Letter of Instruction - Medical Expert 1

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Letter of Instruction - Medical Expert 2

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Letter of Instruction - Medical Expert 3

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Letter of Instruction - Medical Expert 4

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Schedule of Past Future Losses

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